Jared Erickson Email & Phone Number

Remote

-Providing software/technical support for the Mortgage Credit Link (MCL) platform-Working with third parties and vendors to integrate to our system-Managing the accounts of our Lender Direct Program of over 50 clients-Onboarding and Training new clients on how to use the MCL platform-Leading demos for new products/services available-QA and testing prior to release of monthly updates-Documenting workflows and best practices using Confluence -Managing help desk tickets with Salesforce, including chat and phone calls-Tracking changes via Jira when updates are made to the platform-Utilizing Salesforce for real-time chat support with clients- Creating and maintaining articles and videos in KnowledgeBase

Leawood, Kansas, United States

Responded to leads provided to help people secure a loan for their home. Primarily government loan programs, such as FHA, VA, and USDA. Worked with the client and realtors to close loan smoothly ad on time. Forward facing collection of information and documents needed. Provided after sales support as needed. Required to be proficient in Microsoft Office, Velocify, Encompass, and internal application system used by clients for their applications via mobile and web. Follow up regularly with clients that were actively looking for a home and the agents involved.

10975 El Monte St Overland Park, Ks 66211

As project manager, worked with managers across all sectors as part of Zillow's acquisition of MLOA. Developed new procedures and integrated new technology to make the loan experience more efficient. Led the Zillow Offers loan team in creating processes for all aspects of the Zillow Offers process. Responded to leads provided through Zillow's Home Buying Program to help people secure a loan for their next home. Top producer for 2019. Helped develop internal processes for Zillow Offers to improve clients experience. Trained new Loan Officers to the program. Provided Level I tech support for Zillow Offers Loan Team. Primarily conventional loan programs, but did FHA, VA, and USDA as well. Worked with the client and realtors to close loans smoothly and on time. Client facing collection of information and documents needed to gain loan approval. Provided after sales support as needed. Required to be proficient in Microsoft Office, Velocify, Sales Force Encompass, and internal application system Blend that was used by clients for their applications via mobile and web. Follow up regularly with clients that were actively looking for a home and the agents involved.

Responded to leads provided to help people secure a loan for their home. Primarily government loan programs, such as FHA, VA, and USDA. Top 10% volume producer 2017 and 2018. Worked with the client and realtors to close loan smoothly and on time. Customer facing collection of information and documents needed for approvals. Provided after sales support as needed. Project Manager for loan team integrating new technology and processes. Trained new Loan Officer's in the processes and technology required. Proficient in Microsoft Office, Velocify, Encompass, and Sales Logix. Provided training and support for new Loan Officers. Follow up regularly with clients that were actively looking for a home and the agents involved.

Merriam, Ks

Completed purchase transactions for clients buying new vehicles. Procured and negotiated loan terms for those needing financing. In charge of legal compliance as required by state and federal laws, not limited to, but including, ID verification, clearing OFAC, completing all required documentation, and providing items to lenders for funding. Sold aftermarket products such as Service contracts, maintenance agreements, and other additional protection for car ownership. Trained and developed Finance Managers for additional support. Provided consulting for the Internet Department to improve lead to sale ratio. Assist sales managers in closing deals, training sales staff, and improving processes to help increase sales and gross. Became CDK liaison to help improve our digital contracting and software ease of use. Programmed forms and equations as need in CDK. Expert use in CDK, Dealertrack, VinSolutions, and Microsoft Office.

Olathe, Ks

Completed purchase transactions for clients buying new vehicles. Procured and negotiated loan terms for those needing financing. In charge of legal compliance as required by state and federal laws, not limited to, but including, ID verification, clearing OFAC, completing all required documentation, and providing items to lenders for funding. Sold aftermarket products such as Service contracts, maintenance agreements, and other additional protection for car ownership. Audited entire Finance Department for new GM including reviewing past deals which were completed incorrectly by previous staff, verifying 3rd party payments for customer protection services, correct deals for bank funding, and updated to proper forms required by state and banks. Assist sales managers in closing deals, training sales staff, and improving processes to help increase sales and gross. Became CDK liaison to help convert to digital contracting and software ease of use. Programmed forms and equations as need in CDK. Expert use in CDK, Dealertrack, VinSolutions, and Microsoft Office.

Lee'S Summit, Mo

Assisted new ownership group in transition of ownership. Completed purchase transactions for clients buying new vehicles. Procured and negotiated loan terms for those needing financing. In charge of legal compliance as required by state and federal laws, not limited to, but including, ID verification, clearing OFAC, completing all required documentation, and providing items to lenders for funding. Sold aftermarket products such as Service contracts, maintenance agreements, and other additional protection for car ownership. Trained and developed Finance Managers for additional support. Provided consulting for the Internet Department to improve lead to sale ratio. Assist sales managers in closing deals, training sales staff, and improving processes to help increase sales and gross. Became CDK liaison to help improve our digital contracting and software ease of use. Programmed forms and equations as need in CDK. Expert use in CDK, Dealertrack, VinSolutions, and Microsoft Office.

As Internet Director, revamped entire Internet Sales Process for both Nissan and Dodge, Chrysler, Jeep stores. Implemented a devoted Internet Sales staff and trained on best internet sales practices. More than doubled internet sales and gross within 3 months. As Finance Manager, completed purchase transactions for clients buying new vehicles. Procured and negotiated loan terms for those needing financing. In charge of legal compliance as required by state and federal laws, not limited to, but including, ID verification, clearing OFAC, completing all required documentation, and providing items to lenders for funding. Sold aftermarket products such as Service contracts, maintenance agreements, and other additional protection for car ownership. Trained and developed Finance Managers for additional support. Provided consulting for the Internet Department to improve lead to sale ratio. Assist sales managers in closing deals, training sales staff, and improving processes to help increase sales and gross. Assisted in conversion from Reynolds and Reynolds to CDK. Programmed forms and equations as need in CDK. Expert use in CDK, Dealertrack, VinSolutions, and Microsoft Office.

Bud Brown Volkswagen

Psych/Soc, Psychology

Bachelor'S Degree, Psychology/Sociology